AI

Ariel Investments Portfolio holdings

AUM $9.35B
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.76B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$64.4M
2
+$40.4M
3
+$27.3M
4
NLSN
Nielsen Holdings plc
NLSN
+$20.4M
5
TGNA icon
TEGNA Inc
TGNA
+$16.1M

Top Sells

1
+$39.5M
2
+$24.7M
3
+$21.2M
4
AFL icon
Aflac
AFL
+$17.2M
5
LAZ icon
Lazard
LAZ
+$15M

Sector Composition

1 Financials 21.51%
2 Industrials 13.85%
3 Communication Services 13.03%
4 Technology 12.13%
5 Healthcare 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.7M 0.16%
190,072
-99,168
102
$13.4M 0.15%
3,008,530
+120,096
103
$12.7M 0.14%
2,286,380
+333,472
104
$12.3M 0.14%
1,659,059
-217,425
105
$12.1M 0.14%
242,954
-58,838
106
$11.6M 0.13%
315,096
+38,639
107
$11.6M 0.13%
1,063,993
+99,652
108
$11.3M 0.13%
198,656
+44,414
109
$10.5M 0.12%
245,083
-7,724
110
$10.3M 0.12%
497,487
-454,792
111
$9.98M 0.11%
2,646,603
+853,515
112
$9.89M 0.11%
188,091
-29,010
113
$9.73M 0.11%
28,790
-12
114
$9.68M 0.11%
211,589
-90
115
$9.54M 0.11%
294,293
-5,546
116
$9.28M 0.11%
598,361
-147,406
117
$9.15M 0.1%
1,275,618
+528,845
118
$8.9M 0.1%
1,595,568
-144,670
119
$8.8M 0.1%
2,514,436
-290,250
120
$8.59M 0.1%
690,291
121
$8.41M 0.1%
525,377
+34,169
122
$8.38M 0.1%
58,816
-17,126
123
$7.79M 0.09%
154,058
-3,368
124
$7.48M 0.09%
194,800
+13,100
125
$7.33M 0.08%
837,818
+47,201
3 4
5
6 7